If you need to change one or more fields across multiple project profiles, Project Change makes the task simple and fast. This function is A to B editing tool, meaning you can only change value A to value B across multiple projects in a single pass. If you need to change A to C in some project profiles and A to D in others, make multiple passes with this tool. It still saves time and effort.
The following information provides details on the Project Batch Change fields.
Apply Changes To
This section provides you with the option to Select Projects or a Project Group to which the desired changes can be applied. Projects or Project Groups are selected from the available drop-down lists. Single or multiple projects can be selected using the <Ctrl+click> or <Shift+click> keys.
Change
Name:
Enter a new project name for the selected projects. This new value replaces the current value in the selected projects.
Client ID:
Enter a new Client ID to replace the current client for the selected projects.
Contact:
Specify a new contact to replace the current contact for the selected projects.
Rules:
Click the Expand arrow 
and select the check boxes of options (for example, Prevent Time Entries,
Auto Approve EL and Show GST on Invoices) to be enabled for the selected
projects.
Manager:
Select a new Manager to replace the current project manager for the selected projects.
Due Date:
Specify a new due date to replace the current value in the selected projects.
Send as Joint Invoice:
Select this check box to enable the Send as Joint Invoice option for the selected projects.
Project Status:
Select a new status to replace the current project status for the selected projects.
Contract Amount:
Enter a new Contract Amount value to replace the current value in the selected projects.
Email Invoices:
Select this check box to enable the Send Invoice via Email option for the selected projects.
Contract Type:
Select a new Contract Type to replace the current contract type for the selected project.
Change Billing
Serv Fee Schedule:
Select a new Fee Schedule to replace the current service fee schedule for the selected projects.
Exp Fee Schedule:
Select a new Expense Fee Schedule to replace the current schedule for the selected projects.
Budget ID:
Select a new Budget ID to replace the current budget for the selected projects.
Currency:
Select a new currency to replace the currently chosen currency used for the selected projects.
Payment Term:
Select the payment term to apply to the selected projects.
Recurring Freq:
Select a new Recurring Frequency value to replace the current value in the selected projects. Available only for recurring contract types.
Recurring Amount:
Enter a new Recurring Amount value to replace the current value in the selected projects. Available only for recurring contract types.
Currency:
You can specify a new currency for the selected projects. This new currency replaces the current one for them.
Class:
You can specify a new class for the selected projects. This new class replaces the current one for them.
Change Other Settings
MST (%):
Enter a new Main Service Tax Percentage to replace the current tax value in the selected projects.
MET (%):
Enter a new Main Expense Tax Percentage to replace the current tax value in the selected projects.
Estimated % Comp:
Enter a new Estimated Percent Complete to replace the current value in the selected projects.
Custom 1/2/3/4/5/6/7:
Enter new values for these custom fields to replace the current values in the selected projects.
Templates
Standard Invoice/Joint Invoice/Manual Invoice/Statement:
By default, Web Suite uses the invoice and statement templates assigned by contract type in the Global Settings-Templates screen. Thus, when you choose a contract type for a project, the invoice and statement type is also chosen. However, you can select the check box for one of these options and select an alternative format.
If at any point you want to discontinue with the invoice template selected here, clear the check box to go back to the default template.
Browse 
:
Click this button to browse for a invoice or statement template.
Memo Detail
Memo:
Use this option to simultaneously record a project memo to multiple projects. Enter text in this field to either append or overwrite an existing memo for the selected projects. You can either enter the new text in the text box or use an Auto Complete shorthand code to insert standard text. You can also create and add a new Auto Complete Entry here.
Append Top
Choose this option to attach the new memo text at the start of the existing memo.
Append Bottom
Choose this option to attach the new memo text at the end of the existing memo.
Overwrite
Choose this option to replace the existing memo with the entered text.
Project Change Button Panel
Help:
Displays the Web Suite Help in the Project Change section.
Save:
Applies and saves specified changes to the selected projects.
Return:
Closes the Project Change screen.